Alexis Renae Gayhart
Investment adviser representative at Corient
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.3BFirm assets
Are you Alexis Renae Gayhart? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- CorientJun 2024 to now
- Corient Services LLCJun 2024 to now
- Socius Family Office, LLCMar 2012 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4819647
- Firm CRD
- 319448